Client Services & BizDev Coordinator | Hybrid Dublin

Sigmar Recruitment; South Dublin; Hybrid; EUR 50,000 - 60,000; Full time

Benefits offered by this job

Hybrid working model

23 days annual leave

Pension contribution

Income protection and death-in-service

Job summary

Sigmar Recruitment is seeking a Business Development & Client Services Coordinator for a Dublin-based, specialist financial services employer. The role is operationally focused, supporting business development and pension consultancy teams with administrative and client lifecycle coordination.

You will coordinate documentation, timelines and onboarding, maintain CRM records in MS Dynamics, and prepare reports for client meetings.

Qualifications

• At least five years’ experience in administration, client services, financial services, pensions, insurance or another regulated environment.

Responsibilities

• Supporting Business Development and Pension Consultants with proposals, quotations, meeting preparation, documentation and follow-up actions.
• Taking ownership of the new client implementation process, including coordinating documentation, tracking requirements and monitoring implementation timelines.
• Liaising with employers and internal teams to ensure all required information is received and new clients are onboarded efficiently.
• Maintaining accurate prospect, client and engagement information on MS Dynamics CRM.
• Preparing reports, meeting packs, campaign information and supporting documentation for client meetings.
• Coordinating follow-up actions arising from meetings, consultations and client engagement activity.
• Supporting CRM campaigns, employer outreach and member engagement initiatives.
• Tracking outstanding actions, identifying potential delays and escalating issues where appropriate.
• Coordinating the administrative elements of new member onboarding and supporting bulk member installations.
• Working closely with Business Development, Pension Administration, Marketing and other internal teams to ensure processes are followed and continuously improved.
• Making practical suggestions to improve workflows, controls and the overall client experience.

Skills

Administration

Client services

CRM coordination

MS Dynamics

Microsoft Office

Tools

MS Dynamics

Excel

Word

PowerPoint

Outlook

Job description

Sigmar Recruitment is seeking a Business Development & Client Services Coordinator for a Dublin-based, specialist financial services employer. The role is operationally focused, supporting business development and pension consultancy teams with administrative and client lifecycle coordination.

You will coordinate documentation, timelines and onboarding, maintain CRM records in MS Dynamics, and prepare reports for client meetings.